Drip campaigns and automated sequences
A drip campaign is a series of emails sent on a predetermined schedule after a trigger event. "5 emails over 14 days starting when someone fills out the contact form" is a drip. They run automatically once configured.
Drip campaigns vs. broadcast campaigns
| Drip | Broadcast |
|---|---|
| Triggered (action-based) | Scheduled (time-based) |
| Same emails, different start date per contact | All contacts receive at the same moment |
| Built once, runs forever | Built and sent each time |
| Best for: onboarding, nurture, re-engagement | Best for: newsletters, announcements, sales |
Build a drip campaign (via Workflows)
Automation → Workflows → "+ New Workflow"
Set trigger (e.g., Tag Added "newsletter-subscriber" or Form Submitted)
Add Send Email action — this is Email 1
Add Wait action (e.g., 2 days)
Add Send Email — Email 2
Continue: Wait, Send, Wait, Send for as many emails as your sequence has
Optional: add If/Else conditions — "if they replied to Email 2, skip Email 3"
Test, publish
Recommended drip cadences
New customer welcome (5 emails over 14 days)
Day 0: Welcome + what to expect
Day 2: Setup checklist or first-step guide
Day 5: Common questions answered
Day 9: Tips to get more value
Day 14: Survey/feedback request
Lead nurture (4 emails over 21 days)
Day 0: Thanks for inquiring — here's what you asked about
Day 3: Educational content (problem-aware)
Day 7: Case study or social proof
Day 21: Direct ask (book a call, get a quote)
Win-back (3 emails over 14 days)
Day 0: "It's been a while" — acknowledge the gap, offer something new
Day 7: Special re-engagement offer
Day 14: Last call before we remove you from the list
